Benefits Consultants

FOCUS

As employee benefits consultants we focus on employer sponsored retirement plans like 401k, 403b, 457, Defined Benefit, ESOP AND Non-Qualified Plans like deferred compensation.


We help organizations in two specific ways under our Protect, Design and Grow banner:

  • We put retirement back in retirement plans. Most benefit consultants think of the 3 R’s when it comes to retirement plans. Reward, Recruit, and Retain. How about retirement? The old standard of 75 % participation at the match level doesn’t is out of date and doesn’t cut it anymore. For your retirement plan to be an investment rather than a cost center, it should demonstrably help people reach their retirement goals. If you’re looking to increase your return on investment in your organizations’ retirement plan we can help with education, goals, and measurement.


  • Creating successful retirement plans. Most retirement salespeople talk about funds and fees when they present to you. We help you design the plan that works for your organization. No matter the size of the organization, successful retirement plans align with the organization’s goals and objections while helping all participants reach their retirement goals. We create successful retirement plans

Jevon K Thomas

Retirement Plan Consultants

Financial Advisor

(949) 545-1358

We are a financial advising firm specializing in employer sponsored retirement plans. We can help with 401K's, 403B's, 457's, defined benefits, ESOP's and Non Qualified plans.


We help protect, design and grow your employer sponsored retirement plan. Acting in the best interests of the participants and creating a retirement plan that emphasizes corporate goals and objectives are two sides of the same coin.


Please call us today - we'll be happy to offer you a free initial consultation. Thanks for visiting!

15520 Rockfield Blvd, Suite G, Irvine, CA 92618

Securities and investment advisory services offered through World Equity Group, Inc., member FINRA / SIPC. Jevon Thomas Retirement Plan Consultants and World Equity Group, Inc. are independently owned and operated. World Equity Group, Inc. does not provide tax or legal advice. For tax advice consult with a qualified tax professional. For legal advice consult with an attorney.


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